Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 89 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs

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Gewichtungs-Rangliste (Top 50)

1. SPCX — Space Exploration Techn Corp +52,97 Mrd. $
2. KLAC — Kla Corp +12,79 Mrd. $
3. BKNG — Booking Holdings Inc +9,37 Mrd. $
4. GOOG — Alphabet Inc +7,27 Mrd. $
5. GOOGL — Google Inc +7,17 Mrd. $
6. GEV — Ge Vernova Inc +5,17 Mrd. $
7. GE — Ge Aerospace +4,53 Mrd. $
8. CVNA — Carvana Co +3,95 Mrd. $
9. CBRS — Cerebras Systems Inc +3,31 Mrd. $
10. AAPL — Apple Inc +3,06 Mrd. $
11. WDC — Western Digital Corp +2,88 Mrd. $
12. AMZN — Amazon Com Inc +2,47 Mrd. $
13. APP — Applovin Corp +2,18 Mrd. $
14. UNH — Unitedhealth Group Inc +2,07 Mrd. $
15. GOOGM — Alphabet Inc +1,97 Mrd. $
16. MS — Morgan Stanley +1,90 Mrd. $
17. PANW — Palo Alto Networks Inc +1,89 Mrd. $
18. JNJ — Johnson & Johnson +1,81 Mrd. $
19. WELL — Welltower Inc +1,66 Mrd. $
20. CSCO — Cisco Sys Inc +1,64 Mrd. $
21. V — Visa Inc +1,59 Mrd. $
22. STX — Seagate Technology Hldngs Pl +1,54 Mrd. $
23. DAL — Delta Air Lines Inc +1,54 Mrd. $
24. ROP — Roper Technologies Inc +1,54 Mrd. $
25. MRK — Merck & Co. Inc +1,53 Mrd. $
26. ARM — Arm Holdings Plc +1,53 Mrd. $
27. GOOGN — Alphabet Inc +1,35 Mrd. $
28. TSLA — Tesla Inc +1,33 Mrd. $
29. AKAM — Akamai Technologies Inc +1,32 Mrd. $
30. IEF — Ishares Tr +1,32 Mrd. $
31. CCL — Carnival Corp Ltd +1,29 Mrd. $
32. RKT — Rocket Cos Inc +1,28 Mrd. $
33. FDXF — Fedex Fght Hldg Co Inc +1,27 Mrd. $
34. NBIS — Nebius Group N.V. +1,22 Mrd. $
35. HUT — Hut 8 Corp +1,21 Mrd. $
36. DASH — Doordash Inc +1,19 Mrd. $
37. PG — Procter & Gamble Co +1,18 Mrd. $
38. FPS — Forgent Power Solutions Inc +1,18 Mrd. $
39. DVN — Devon Energy Corp New +1,12 Mrd. $
40. BDX — Becton Dickinson & Co +1,09 Mrd. $
41. TMO — Thermo Fisher Scientific Inc +1,04 Mrd. $
42. VMC — Vulcan Matls Co +956 Mio. $
43. FSLR — First Solar Inc +955 Mio. $
44. META — Meta Platforms Inc +948 Mio. $
45. ABBV — Abbvie Inc +934 Mio. $
46. FANG — Diamondback Energy Inc +906 Mio. $
47. NKE — Nike Inc +873 Mio. $
48. TTMI — Ttm Technologies Inc +844 Mio. $
49. BRK-B — Berkshire Hathaway Inc Del +838 Mio. $
50. FIS — Fidelity Natl Information Sv +820 Mio. $
AktieAmazon Com Inc (AMZN)
SektorZyklischer Konsum
Letzter Kurs$253,71 (18.09.2026)
Q2 2026 · Halter42
Q2 2026 · Käufer / Verkäufer17 / 22
Meldungen für Q2 202690 Investoren
BUY Bestand erhöht (inkl. Neueinstieg)SOLD Bestand verringert (inkl. Ausstieg)– gehalten, unverändert· kein Filing im QuartalBasis: Veränderung der Aktienanzahl zum letzten gemeldeten Quartal
InvestorQ22026▲17▼22Q12026▲21▼18Q42025▲22▼18Q32025▲14▼19Q22025▲20▼14Q12025▲16▼19Q42024▲11▼23Q32024▲15▼18Q22024▲13▼16Q12024▲10▼21Q42023▲12▼22Q32023▲14▼20Q22023▲11▼24Q12023▲20▼15Q42022▲18▼16Q32022▲21▼14Q22022▲38▼5Q12022▲17▼18Q42021▲22▼10Q32021▲15▼13
CACapital World Investors
BUYBUYSOLDSOLDSOLDBUYBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLD
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYSOLDSOLDBUYBUYBUYBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYBUY
DODodge & Cox
BUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUY–––
COCoatue Management LLC (Philippe Laffont)
BUYSOLDBUYSOLDSOLDBUYSOLDBUYBUYBUYSOLDSOLDBUYBUYBUYSOLDBUYSOLDBUYSOLD
PEPershing Square Capital Management, L.P. (Bill Ackman)
·BUYBUY–BUY
TITiger Global Management LLC (Chase Coleman)
SOLDSOLDSOLDBUYBUYBUY–BUY–BUYBUYBUYSOLDBUYBUYBUYBUYSOLDSOLD–
ALAltaRock Partners, LLC
SOLDBUYSOLDBUYBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUY
APAppaloosa Management LP (David Tepper)
BUYBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUYSOLDBUYBUY–SOLD
SASands Capital Management, LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDBUYBUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYBUYBUY
DADavis Selected Advisers, LP (Christopher Davis)
BUYSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLD
THThe Baupost Group, L.L.C. (Seth Klarman)
BUYBUYBUYSOLDBUYSOLDBUYSOLDBUY
VIViking Global Investors LP (O. Andreas Halvorsen)
BUY·BUYSOLDBUYBUYSOLDSOLDBUYBUYSOLDBUYSOLDSOLDBUYBUYBUYBUYBUYSOLD
EGEgerton Capital (UK) LLP (John Armitage)
BUYSOLDBUYBUYSOLDBUYSOLDSOLDSOLDBUYBUYBUYSOLDBUYSOLDBUYBUYSOLD
VUVulcan Value Partners, LLC (Mason Morfit)
BUYSOLDSOLDSOLDBUYBUYBUY
POPolen Capital Management LLC
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYSOLDBUYBUY
MAMairs & Power Inc
SOLDBUYBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYBUYBUY
MAMarkel Group Inc. (Thomas Gayner)
––––––––––BUYBUYBUYBUYBUYBUYBUYBUY––
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYBUYSOLDBUYSOLDBUY
MAMaverick Capital, L.P.
SOLDSOLDBUYBUYBUYBUYBUYBUYBUYSOLDBUYSOLDSOLDSOLDBUYSOLDBUYSOLDBUYBUY
THThird Point LLC (Dan Loeb)
SOLDSOLDSOLDBUYBUYSOLDSOLDSOLD–BUYSOLDBUYBUYSOLDSOLDBUYBUY
ARK Investment Management LLC (Cathie Wood)
BUYBUYSOLDBUYBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLD
FIFirst Pacific Advisors, LP
SOLDBUYSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYBUY
SOSoros Fund Management LLC (George Soros)
SOLDSOLDBUYBUYSOLDBUYBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLD
AKAKO Capital LLP (Nicolai Tangen)
SOLDSOLDSOLDBUYBUYBUYSOLDBUYBUY
JEJensen Investment Management Inc
SOLDBUYBUY
COCorvex Management LP (Keith Meister)
BUYSOLDBUYBUYBUY–BUY–––BUYBUY–BUYSOLDBUYBUYBUYSOLDSOLD
PAPatient Capital Management, LLC (Samantha McLemore)
BUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUY–BUYBUYBUY–·
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYSOLDBUYBUYSOLDSOLDBUYBUYBUYSOLDBUYSOLD
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDBUYBUYSOLDSOLDBUYSOLDSOLDSOLDBUYSOLDBUYSOLDBUYSOLDBUY
TRTriple Frond Partners LLC (Stuart McLaughlin)
SOLD–SOLDBUY–SOLDSOLDBUY––SOLD––BUYBUYSOLDBUY–SOLDBUY
SOSound Shore Management Inc /CT/ (Harry Burn)
SOLDBUY
GRGreenlea Lane Capital Management LLC (Josh Tarasoff)
SOLDSOLDSOLDSOLD–SOLDSOLDSOLD–SOLDSOLD–SOLD–SOLDBUYBUYBUYBUY–
WEWeitz Investment Management, Inc. (Wallace Weitz)
SOLD––––SOLDSOLD–SOLDSOLDSOLDSOLDBUY–––BUYBUY––
CHCheck Capital Management Inc /CA (Steven Check)
BUYBUYBUY–BUYBUY–BUY–––––––SOLDBUYSOLDBUY–
OMOmega Advisors Inc (Leon Cooperman)
–BUYSOLD–BUYSOLD–––
SHShawSpring Partners LLC (Dennis Hong)
SOLDBUYBUY
WEWedgewood Partners Inc (David Rolfe)
BUYBUYBUYSOLDBUY
MAMatrix Asset Advisors Inc /NY (David Katz)
SOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUY–BUYBUYBUY–
TOTorray LLC
SOLDSOLDSOLDSOLDSOLDSOLDBUYBUYBUYSOLDBUYBUYSOLDSOLDBUYBUYBUYSOLDBUYSOLD
BRBrave Warrior Advisors, LLC (Glenn Greenberg)
BUY––––––SOLDSOLD–––SOLDBUYSOLD–BUY––BUY
VAVan Den Berg Management I, Inc (Arnold Van Den Berg)
–BUYBUYBUYBUY
GAGardner Russo & Quinn LLC (Thomas Russo)
SOLD–BUY
Berkshire Hathaway Inc (Warren Buffett)
SOLDSOLD––––––––SOLD–SOLD––BUY–––
LOLone Pine Capital LLC (Stephen Mandel)
SOLDSOLDSOLDBUYBUYSOLDBUYSOLDSOLD–BUYSOLDSOLDBUYSOLDBUYSOLDBUYSOLD
GIGiverny Capital Inc. (Francois Rochon)
SOLDBUYSOLDBUYBUY
PUPublic Investment Fund - PIF (Saudi-Arabien)
SOLDBUYBUY–BUYSOLD––––––BUY
HIHillman Capital Management Inc
SOLDSOLDBUYSOLDBUYSOLDSOLDSOLDBUYSOLDBUYBUYBUYSOLDBUY
SESemper Augustus Investments Group LLC (Christopher Bloomstran)
SOLDSOLDBUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDSOLDBUYBUYBUYSOLDBUYSOLDBUYBUYSOLDBUY
SCScion Asset Management, LLC (Michael Burry)
···SOLDBUY
BIBill & Melinda Gates Foundation Trust
SOLDBUY
RURuane, Cunniff & Goldfarb L.P.
SOLD–SOLDBUY––BUYSOLD––
FUFundsmith LLP (Terry Smith)
SOLD–SOLDBUYBUYSOLDBUYBUY
MIMiller Value Partners, LLC (Bill Miller)
SOLDBUYSOLDBUYBUYSOLDBUYSOLD
VAValley Forge Capital Management, LP
SOLDSOLD–BUY–BUYBUY

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